CoverProfile

Alex Mathe-Cathala

Partner & Chief Investment Officer

Lifeworks Advisors LLC

United States, California, Huntington Beach

About Me

A graduate of MIT with a Master in Finance, Alex worked at Morgan Stanley, Rothschild, and other notable investment firms. Before joining Lifeworks, he was the Founder and CEO of Aimvest Technologies, a quantitative investment technology firm helping financial institutions and advisors manage risk for their clients. Aimvest was named one of the Top 15 MIT Startups to Watch in 2020 and acquired by Lifeworks in 2021. When Alex and his team aren't developing algorithms to augment our investment offerings, they are preparing market insights and quantitative analyses that add value to our advisors and clients.

Profile Information

Partner & Chief Investment Officer

Lifeworks Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Huntington Beach

California

United States

Aug 16, 2024

More profiles to browse

Profile Photo
Ron Bullis
Co-Founder & Chief Executive Officer
Profile Photo
Jonathan Spatz
Investment Advisor Representative
Profile Photo
Chris Bowman
Lead Advisor, Financial Planner and Wealth Advisor
Profile Photo
Matthew Gusky
Lead Advisor & Financial Planner

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth